Financial Consultant

Financial Consultant

This position follows a hybrid schedule with (4) days per week in-office days per week. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020.

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

We don't just aspire to help people live healthier lives, we have the know-how to help make it a reality for millions. As a Financial Consultant, you will partner directly with finance and operational leadership on forecasting, financial performance analysis, and executive-level insights across the Utah and Idaho markets, with a focus on key healthcare drivers including membership, risk adjustment, and medical costs. That's a lot of responsibility, but you will have the support and resources of a Fortune 5 industry leader behind you every step of the way.

This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST. It may be necessary, given the business need, to work occasional overtime.

We offer weeks of on-the-job training. The hours of the training will be aligned with your schedule.

Primary Responsibilities:

• Financial Planning, Forecasting, and Performance Analysis:
  • Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs
  • Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods
  • Partner with finance and operational leadership to identify risks, opportunities, and key business trends
• Executive Communication and Business Partnership:
  • Translate complex financial results into clear, concise insights for senior leadership
  • Support preparation of executive presentations, commentary, and business reviews
  • Influence decision-making through data-driven storytelling and financial guidance
• Process Improvement and Automation:
  • Develop and enhance financial models, reporting tools, and workflows to improve efficiency and scalability
  • Leverage advanced Excel and data tools to manage large datasets and streamline reporting processes
• Provider Compensation and Incentive Calculations:
  • Perform quarterly calculations of provider productivity and quality initiatives that adjust their compensation
  • Develop reporting outputs for operations, senior management, and providers; serve as a key contact to explain results and address questions
• SG&A Management:
  • Manage the reporting and analysis of SG&A month end close
  • Research and understand business operations to identify cost optimization initiatives
  • Lead, track, and follow up with Sr. leaders on SG&A efficiency initiatives
  • Oversee the improvement of SG&A management reporting on a detailed and segmented basis to ensure cost tracking and containment with Sr. leaders
  • Partner with operational Sr. leaders to assist in setting statistical metrics to enhance awareness of operational performance and decisions around FTE management
• Acquisition Analysis and Presentation:
  • Support financial/qualitative analysis on potential acquisitions of provider groups and network deals
• Strategic and Ad Hoc Analysis:
  • Creation and management of ad hoc requests and reporting from Sr. Management

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• Bachelor's Degree in Finance, Accounting, Economics, or related field
• Must be 18 years of age OR older
• 2+ years of experience in financial analysis, FP&A, or related role
• Analytical skills with ability to synthesize complex data into actionable insights
• Advanced proficiency in Excel, including financial modeling and data analysis
• Ability to work on-site. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020
• Ability to work full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST. It may be necessary, given the business need, to work occasional overtime

Preferred Qualifications:

• CPA license or MBA Degree
• Hyperion Essbase, database, and PeopleSoft experience
• Experience preparing executive-level financial presentations and commentary
• Experience in healthcare
• Ability to create a positive team-based work environment

Telecommuting Requirements:

• Reside within commutable distance to the office at 12921 S Vista Station Blvd, Draper, UT 84020.
• Ability to keep all company sensitive documents secure (if applicable)
• Required to have a dedicated work area established that is separated from other living areas and provides information privacy.
• Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service.

*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

#RPO